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Generali Investments CEE’s Southern Company SO Stock Holding History

Generali Investments CEE’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Hold
16,400
– – 0.07% 238
2026
Q1 		$1.58M Hold
16,400
– – 0.08% 236
2025
Q4 		$1.43M Hold
16,400
– – 0.1% 210
2025
Q3 		$1.55M Hold
16,400
– – 0.12% 192
2025
Q2 		$1.51M Hold
16,400
– – 0.12% 193
2025
Q1 		$1.51M Hold
16,400
– – 0.14% 187
2024
Q4 		$1.35M Buy
+16,400
New +$1.44M 0.14% 181

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Generali Investments CEE's SO Position: Q2 2026 in Review

Generali Investments CEE held its Southern Company (SO) position steady in Q2 2026 at 16,400 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #238.

Generali Investments CEE first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Generali Investments CEE held 16,400 shares of Southern Company worth $1.57M as of Q2 2026.
  • Generali Investments CEE left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.07% of Generali Investments CEE's portfolio in Q2 2026, its #238 holding.
  • Generali Investments CEE first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments CEE's Southern Company position peaked at $1.58M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.